Setting up agreement templates

About this article

This article helps setting up the agreement templates in your account and helps you creating customized agreement templates. Your account comes with a number of default templates in various languages you can assign as default for every artist, or use this as a starting point to create your own templates.

Assigning agreement templates

You can set template for each artist in your account. Click on a desired artist at the left side of the page, click "Settings" at the top right and click "Agreement settings".

Apply letterhead

This option is enabled by default. You can setup your business identity in your Account settings. Follow the link on the Agreement settings page to setup your business identity.

Ask for initials on every page

Ask the contractant to sign every page of the agreement.

Agreement

Select a default agreement as default for this artist. If you want to use your own agreement template, please read the next section first.

Riders and attachments

You can upload multiple PDF files, like a technical or hospitality rider. These files, and the agreement, will be attached to e-mail you can send to the promoter / client.

Custom templates

Open Account Settings, "Business identity and templates". Scroll down and click Add in the "Agreement templates" section on this page. In the popup select an existing default or custom template as starting point for your new template. You can also choose to start with an empty document.

You can use the data fields listed at the bottom of this article in your custom template. These fields act as placeholders and will be replaced with the true values stored in the gig when the agreement is generated. Please read the last sections of this article about the available fields, date formatting and if constructs.

Template name

You can set the name of your template at the top of the window.

Localization

At the bottom left in the window you can select the locale for your template, required if your using date functions with day and month names.

Custom text style formatting

You can do some basic style formatting, like bold, italics and headers, in the editor, but the styles are defined in the style sheet of the template. You can edit the style sheet if you like, but you must be familiar with html and css! If you are the read on...

In the default style sheet we've provided the required font types and sizes for the header style and body text. Those are declared in the style section of the template and are not visible in the template editor interface. You can declare styles in the source of the template.

To edit the source, open the template editor of your custom template and select "Source" from the "Tools"-menu.

Template data fields

You can use the fields listed here. Include the double open and close brackets.